Keep important CMS customer updates with the Ascora record
Record a published customer update where the team manages customer work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Useful customer context gets lost when updates stay in published content and never reach the operational record.
- Preserve a concise record of customer updates.
- Keep a source link or CMS reference with the note when supplied.
- Reduce manual transfer of customer context.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Describe how a published update should become a note on the Ascora customer identified in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real update, a valid customer ID, and the context to record.
Questions about this workflow
What must the request include?
Include a valid Ascora customer ID and the update details to record. A source link can help readers find the original content.
Can this create the customer if it does not exist?
No. The selected action creates a note on an existing entity. Use a customer creation or update action when that is the desired outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Ascora. A trigger fires from one place; an action lands in another.
Agility cms triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Agility cms and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Ascora.